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Wedbush Securities’s Willis Lease Finance WLFC Stock Holding History

Wedbush Securities’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.48M Sell
8,685
-200
-2% -$36.1K 0.04% 344
2025
Q4 		$1.21M Sell
8,885
-400
-4% -$51.7K 0.04% 392
2025
Q3 		$1.27M Buy
+9,285
New +$1.35M 0.04% 353

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $198M AUM 57.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wedbush Securities's WLFC Position: Q1 2026 in Review

Wedbush Securities reduced its Willis Lease Finance (WLFC) stake by 2.3% in Q1 2026, selling an estimated $36.1K and leaving 8,685 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #344.

Wedbush Securities first reported a position in WLFC in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

  • Wedbush Securities held 8,685 shares of Willis Lease Finance worth $1.48M as of Q1 2026.
  • Wedbush Securities sold 200 Willis Lease Finance shares in Q1 2026, an estimated $36.1K.
  • Willis Lease Finance made up 0.04% of Wedbush Securities's portfolio in Q1 2026, its #344 holding.
  • Wedbush Securities first reported a position in Willis Lease Finance in Q3 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.